Altum Group a leading provider in alternative assets, corporate and family office solutions is proud to announce that Joanna Jones and Suzanne Cassin have been recognised in the prestigious Citywealth Top 25 Trustees Under 40 list, a key accolade within the family office and private wealth management industry.
Citywealth’s Top 25 Trustees Under 40 list is highly regarded for highlighting emerging leaders who demonstrate excellence, leadership, and dedication to serving the unique needs of high-net-worth individuals and families. The inclusion of Joanna and Suzanne reflects not only their individual achievements but also Altum Group’s commitment to nurturing top talent and delivering world-class service.
Zena Couppey, Chief Executive Officer of Altum Group commented: “We are immensely proud of Joanna and Suzanne for this tremendous achievement. They exemplify the values of professionalism, expertise, and innovation that we strive for at Altum Group. This recognition is a testament to their hard work, and it further shows our commitment to building a team of industry-leading professionals.”
Paul Tomlinson, Head of Family Office, added: “Joanna and Suzanne’s recognition in Citywealth’s Top 25 Trustees Under 40 is very well-deserved. Their contributions to our clients and Altum are invaluable, and we are excited to see them continue to grow as leaders in the private wealth sector. Both Joanna and Suzanne have been instrumental in Altum Group’s growth and success, providing tailored solutions to meet the complex needs of our clients. Their dedication to excellence sets a new benchmark for the industry.”
On the achievement Suzanne Cassin, Senior Manager at Altum Group commented: “I am truly humbled to be included in the Citywealth Top 25 Trustees Under 40 list. It is a privilege to work with our clients in helping them navigate their financial legacies, and this recognition is a testament to the collective efforts of the amazing team at Altum Group. Our approach has always been rooted in truly understanding our clients’ unique needs and continuously innovating to provide tailored, forward-thinking solutions. Being recognised at this stage of my career inspires me to continue pushing boundaries and to uphold the high standards of service and professionalism that define Altum.”
Joanna Jones, Manager at Altum Group shared: “Being named to the Citywealth Top 25 Trustees Under 40 list is an incredible honour. This recognition not only validates the hard work and dedication I have put into building meaningful relationships with clients but also reflects the trust they have placed in me to guide them through complex wealth management decisions. I am deeply grateful to be acknowledged among such talented peers, and I look forward to continuing to serve with the integrity and commitment that this profession demands.”
About Altum Group’s Private Client Offering:
Altum Group is a leading provider of family office and private wealth management services, offering bespoke solutions to high-net-worth individuals and families across the globe. With a strong focus on innovation, client service, and industry expertise, Altum Group is dedicated to helping clients achieve their financial and legacy goals.